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PINNED Gathering Feedback - Allow allocations in a closed period
We’re proposing a refinement to our period control logic to allow allocations in a closed period, with restrictions applying only to FX-related allocations. Currently, all allocations are blocked once a period is closed, limiting flexibility for u...
PINNED Gathering Feedback - Foreign Currency (FX) Journals
Considering expanding our journal capabilities with a new FX Journal Posting feature that allows users to post journals in foreign currencies, not just the base currency. Currently, all journal entries are recorded in the entity's base currency, w...

Ideas

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Emailing Suite configuration

Currently every user has to manually input the report server / report template / smtp settings. When granting a user access to the emailing suite, could admin have the option to 'copy settings from' another user?
Guest 8 months ago in IRIS Financials / Future development 0 In Development

Create Refund Bank File

Would it be possible to generate a refund bank file from iSams in a similar way that the direct debit bank file is produced? This year we had to manually enter over 100 student deposit refunds into our bank portal. This method introduces a high ri...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Fee Billing 1 Later

Supplier bank details

It would be beneficial to be able to see / print Supplier bank details during the payment run process before approval. This would allow the details to be cross checked as another level of security and without having to go into every account separa...
Guest over 2 years ago in IRIS Financials 1 Planned

Identify who has reconciled a transaction

A feature of being able to identify who has performed a reconciliation on the bank would be useful. Similarly, would be useful to see who has performed an allocation at the account level.
Guest almost 3 years ago in IRIS Financials 1 Planned

General Journal - repeating over months

Please can we have the ability when posting a Journal to select monthly so the journal can repeat over x months, as the only way currently is to copy and repeat and change descriptions.
Guest almost 3 years ago in IRIS Ed:gen & iSAMS / iFinance 0 In Discovery

Remove requirement for both a Cost Centre and Department

Currently fee billing is capable of processing charges against nominal accounts with no cost centre or department, or those with both a cost centre and department only, but not with only one. For iFinance users, this means you have to have BI code...
Guest over 4 years ago in IRIS Ed:gen & iSAMS / Fee Billing 0 In Discovery

Default nominal code on supplier accounts

In other systems I have used you are able to set a default nominal code for each supplier to save time having to type in the nominal code every time. For instance EDF is our electricity supplier so it would be good if when ever we entered an invoi...
Guest over 1 year ago in IRIS Financials / Future development 1 Planned

Cost column removed for issues only users

Enlighten Learning Trust requested that the Cost column is not on view to Issues Only users
Angela Herbert 5 months ago in Every Compliance / Issues 0

Activities options to have a "booked in" option when updating

When using the Activities module and updating the activity. The customer (Enlighten Learning Trust) requested that there be an additional option of "booked in" and not just the open, closed, awaiting documentation. They also request that this fiel...
Angela Herbert 5 months ago in Every Compliance / Business 0

Improvement to Logging Issue on Compliance

Can we adapt the Issues module “Log Issue” landing page so we can achieve what is required. We would like to use it for logging CAPEX projects and to aid to this we are looking to adapt the “location” box to include drop downs/selection choices. T...
Guest 5 months ago in Every Compliance / Business 1